Glenview, Herald Disclose New DigitalOcean Stakes in February SEC Filings
The positions signal institutional accumulation following a 31% year-over-year share gain.
Overview
- Glenview Capital Management reported a new Q4 2025 position of 2,004,299 DigitalOcean shares valued at about $96.45 million, equal to 1.96% of its 13F reportable assets.
- Herald Investment Management reported a new Q4 2025 position of 202,000 shares valued at about $9.71 million, equal to 1.27% of its reportable U.S. equity assets.
- The Herald filing was dated February 13, 2026, and the Glenview filing was published February 17, 2026, confirming the holdings as of December 31, 2025.
- DigitalOcean closed at $56.06 on February 27, 2026, up 31.3% over the past year and about 14 percentage points ahead of the S&P 500.
- The disclosures come via standard 13F reports that show quarter-end positions and valuations, which may differ from current holdings.